Kovitz Investment Group Overview
- Year Founded
-
2003
- Status
-
Acquired/Merged
- Employees
-
50
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
- Investments
-
10
Kovitz Investment Group General Information
Description
Provider of investment management services catering to individuals, institutions and financial professionals. The company offers wealth management, investment advisory and financial planning services, thereby helping to identify and implement the decisions that suit their needs.
Contact Information
Website
www.kovitz.com(Operating Subsidiary)
Corporate Office
- 10 South Wacker Drive
- Suite 2600
- Chicago, IL 60606
- United States
Corporate Office
- 10 South Wacker Drive
- Suite 2600
- Chicago, IL 60606
- United States
Kovitz Investment Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Kovitz Investment Group Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Kovitz Investment Group Investments & Acquisitions (10)
Kovitz Investment Group’s most recent deal was a Merger/Acquisition with Weatherstone Capital Management. The deal was made on 01-Apr-2025.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Weatherstone Capital Management | 01-Apr-2025 | Merger/Acquisition | Asset Management | ||
| NorthCoast Asset Management | 03-Jun-2024 | Buyout/LBO | Asset Management | ||
| Strategic Wealth Partners (Deerfield) | 02-Apr-2024 | Merger/Acquisition | Asset Management | ||
| Venture One Real Estate (281,029 Square Foot Industrial Warehouse in St. Charles, Illinois) | 10-Jan-2024 | Corporate Asset Purchase | Buildings and Property | ||
| Venture One Real Estate (504,152 Square Foot Industrial Building in St. Charles, Illinois) | 10-Jan-2024 | Corporate Asset Purchase | Buildings and Property |
Kovitz Investment Group Exits (1)
Kovitz Investment Group’s most recent exit was on 01-Jan-2002 from Spex. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Spex | 01-Jan-2002 | Completed |
|
Kovitz Investment Group Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Origin Investments | Chicago, IL | 2007 | |
| Weatherstone Capital Management | Greenwood Village, CO | 2001 |
Kovitz Investment Group FAQs
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When was Kovitz Investment Group founded?
Kovitz Investment Group was founded in 2003.
-
Where is Kovitz Investment Group headquartered?
Kovitz Investment Group is headquartered in Chicago, IL.
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What is the size of Kovitz Investment Group?
Kovitz Investment Group has 50 total employees.
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What industry is Kovitz Investment Group in?
Kovitz Investment Group’s primary industry is Asset Management.
-
Is Kovitz Investment Group a private or public company?
Kovitz Investment Group is a Private company.
-
What is Kovitz Investment Group’s current revenue?
The current revenue for Kovitz Investment Group is .
-
When was Kovitz Investment Group acquired?
Kovitz Investment Group was acquired on 01-Jan-2016.
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Who acquired Kovitz Investment Group?
Kovitz Investment Group was acquired by Focus Financial Partners.
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